Jeffrey  Cedarholm

Jeffrey Cedarholm

| CFP®

Longview Financial Advisors, Inc.

Fee Only Financial Planner Located in Huntsville, AL and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Our Other NAPFA Members

Visit Us

2430 L&N Drive
Suite A
Huntsville, AL 35801

110 Bay Street
Gadsden, AL 35901
Jeffrey Cedarholm is a NAPFA Registered Financial Advisor and CFP® Professional

EDUCATION:
  • Certified Financial Planning Professional Education Program, College for Financial Planning, Denver, CO., 2000
  • Chartered Financial Consultant, The Amercian College, Bryn Mawr, PA. 2002
  • Chartered Life Underwriter, The American College, Bryn Mawr, PA. 2003
  • Value Investing, Columbia University, 1999
  • B.S. Geology, Washington & Lee University, 1974
CERTIFICATIONS:
  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Chartered Financial Consultant
  • Chartered Life Underwriter
  • NAPFA Registered Financial Advisor
BUSINESS EXPERIENCE:
  • Merged firm to form Longview Financial Advisors, Inc. 2010
  • Founded Longview Financial Advisors, LLC 2008 - 2009
  • Cedarholm Advisors / Cedarholm & Eugenias 2000 – 2008
  • ESI Metals Corporation – global metal fabrication / installation for the paper industry – 1974 – 1999.
Longview Financial Advisors, Inc. is a fee-only financial planning and investment management firm with offices in Huntsville, Gadsden, and Birmingham, AL. 

Our planning and investment processes are research driven, adapting to the ever changing regulatory and investment landscape while always taking a long term approach. Experience has shown that our process works best when clients work with us to create a financial plan and then allow us to integrate investment management into that plan. 

Our client base includes small business owners, attorneys, doctors and other professionals, retired individuals and people who have experienced life changes, such as the loss of a spouse or who have received an inheritance. Longview also works closely with foundations and non-profits.